FCVT
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -19.0% ·
flujo de acciones +18.5% ·
nuevas posiciones netas -20.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +1 | 853.60K | $45.90M | +1 | — |
| Q1 2026 | 17 | -4 | 890.15K | $39.31M | — | −4 |
| Q4 2025 | 21 | 0 | 751.00K | $32.32M | — | — |
| Q3 2025 | 2 | — | 105.48K | $4.51M | — | — |
| Q3 2024 | 1 | 0 | 15.90K | $567,666 | — | — |
| Q2 2024 | 1 | — | 6.03K | $204,229 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 186.62K | +13.2% | $8.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 164.84K | +517.2% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 164.84K | +517.2% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 116.94K | +18.4% | $5.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 116.94K | +18.4% | $5.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jane Street Group, Llc | 92.97K | -7.7% | $4.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 74.76K | -12.7% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 74.76K | -12.7% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 63.08K | -29.0% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 46.15K | +14.4% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 46.15K | +14.4% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 33.76K | +74.8% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 33.76K | +74.8% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 32.85K | +2.9% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cwm, Llc | 26.38K | +313.1% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 18.82K | -8.8% | $831,244 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 18.01K | -20.0% | $795,759 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 13.97K | -11.3% | $600,155 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 13.97K | -11.3% | $600,155 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 517 | -25.0% | $22,846 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Blair William & Co/Il | 295 | 0.0% | $13,032 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 112 | 0.0% | $4,948 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 85 | -50.6% | $3,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Susquehanna International… | $479,708 | era 0.0% |
| Us Bancorp \De\ | $465,078 | era 0.0% |
| Commonwealth Equity Services… | $229,630 | era 0.0% |
| UBS Group AG | $258 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 63 tenedores, 1.67M acciones, $70.95M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.